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- Tasks: Prepare and analyse customer reports, ensuring accuracy and compliance.
- Company: Car Benefit Solutions offers innovative Employee Car Ownership Schemes with a strong reputation in the automotive sector.
- Benefits: Enjoy hybrid working, competitive salary, and recognition as a top employer.
- Why this job: Join a dynamic team leading change, with opportunities for growth and impactful work.
- Qualifications: Degree educated with strong analytical skills and advanced Microsoft Office proficiency.
- Other info: Successful applicants must complete a basic DBS check before starting.
The predicted salary is between 28000 - 31000 £ per year.
We are looking for a Customer Reporting Specialist who will be responsible for preparing, analysing and delivering accurate and timely reports to customers. The Finance and Operations team are responsible for multiple aspects of the business including Pricing, IT & Development, Reporting and Finance. The team goals are to be the leaders of change in the business, embedding wherever possible the systems and processes within our client’s workflow.
The salary banding for this role is £28,000 - £31,000 per annum. The working hours are 35 hours per week, from Monday to Friday on a hybrid working pattern with the option to work from home 2 days per week following successful probation.
About Us: At Car Benefit Solutions, we specialise in providing Employee Car Ownership Schemes and other customised car schemes, such as salary sacrifice. With support from leading motor manufacturers and managed by our dedicated team at CBS, our schemes are thoughtfully designed to bring benefits to both employers and employees. We have a strong reputation in the Automotive and Corporate sectors. We are proudly recognised as a 3-star World Class best company to work for, ranked 3rd in the Business Services sector. Additionally, we are among the top 25 employers in the Northwest region. Our Gold status further exemplifies our commitment to our people as Investors in People and We Invest in Wellbeing.
CBS Knowledge: Develop an in-depth understanding of CBS's product portfolio, car benefit efficiencies and reporting needs of customers.
Client Analysis / Reporting:
- Prepare and deliver periodic client reports (daily, weekly, monthly, quarterly, annual) in accordance with service level agreements (SLAs).
- Collaborate with internal teams to ensure gather and validate data, ensuring schemes are operating compliantly, reporting findings to relevant department.
- Payroll, P11d and vehicle margin reporting for customers.
- Design, control, and manage a robust Car Benefit Loan (CBL) model to support the long-term strategy and growth of CBS schemes.
- Management of CBL’s for clients, including providing monthly summaries, accruals and payroll submissions.
- Design reporting to demonstrate savings and benefits of the schemes CBS operate.
- Annual production of Approved Mileage Allowance Payment (AMAP) statements.
- Design reporting to validate completeness of client data raising with internal teams and external customers to resolve.
- Assist in the automation of reporting processes using tools such as Excel, Power BI, & SQL.
- Support onboarding of new clients by setting up reporting structures and schedules.
- Ensure accuracy, consistency, and clarity in all client-facing reports and dashboards, regularly reviewing and interrogating data.
- Respond to client queries regarding reports and provide insights or clarifications as needed.
- Maintain and improve reporting templates and processes for efficiency and scalability.
- Monitor data integrity and escalate discrepancies or issues promptly.
- Financial Conduct Authority (FCA) Compliance Reporting.
Qualifications:
Essential:
- Degree educated.
- Strong background in analysis and reporting.
- Excellent communication skills, both written and verbal, with ability to interact with colleagues at all levels including senior management and directors.
- Strong analytical skills with enthusiasm and proactive approach to problem-solving.
- Ability to design and manage robust reporting.
- Ability to make decisions and recommendations based on report findings.
- Ability to maintain high accuracy and thoroughness when executing tasks.
- Advanced Microsoft Office skills including Excel, Word, PowerPoint.
- Strong presentation skills and experience of data visualisation tools such as PowerBi.
- Ability to prioritise and manage multiple tasks/deadlines simultaneously.
- Ability to work on own initiative and self-motivate.
- Ability to work in line with CBS Core Values of pride, integrity, accountability, continuous improvement, and enjoyment.
- Committed to CBS customer centricity values.
Desirable:
- SQL querying skills.
- Strong business systems and process knowledge.
Please note as part of our pre-employment checks, all successful applicants must undergo a basic DBS check prior to starting employment.
Customer Reporting Specialist employer: Car Benefit Solutions
Contact Detail:
Car Benefit Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Reporting Specialist
✨Tip Number 1
Familiarise yourself with the specific reporting tools mentioned in the job description, such as Excel, Power BI, and SQL. Having hands-on experience or even completing online courses on these platforms can give you a significant edge during the interview process.
✨Tip Number 2
Understand the core values of CBS, particularly their focus on customer centricity and continuous improvement. Be prepared to discuss how your personal values align with theirs and provide examples of how you've demonstrated these in previous roles.
✨Tip Number 3
Research the automotive industry and the specific challenges related to employee car ownership schemes. Being knowledgeable about current trends and issues will help you engage in meaningful conversations during interviews and show your genuine interest in the role.
✨Tip Number 4
Network with current or former employees of CBS on platforms like LinkedIn. They can provide valuable insights into the company culture and the expectations for the Customer Reporting Specialist role, which can help you tailor your approach during the application process.
We think you need these skills to ace Customer Reporting Specialist
Some tips for your application 🫡
Understand the Role: Before you start writing your application, make sure you fully understand the responsibilities of a Customer Reporting Specialist. Familiarise yourself with the key tasks mentioned in the job description, such as preparing and delivering reports, collaborating with internal teams, and ensuring compliance.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job requirements. Emphasise your analytical skills, reporting background, and any experience with tools like Excel, Power BI, or SQL. Use specific examples to demonstrate your capabilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your values align with CBS's core values and your commitment to customer-centricity. Be sure to include specific examples of how you've successfully managed reporting or analysis in previous roles.
Proofread Your Application: Before submitting your application, take the time to proofread everything. Check for spelling and grammatical errors, and ensure that your documents are clear and professional. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Car Benefit Solutions
✨Know Your Numbers
As a Customer Reporting Specialist, you'll be dealing with a lot of data. Brush up on your analytical skills and be prepared to discuss how you've used data to drive decisions in the past. Familiarise yourself with key metrics relevant to the role, such as reporting accuracy and compliance.
✨Showcase Your Communication Skills
This role requires excellent communication skills, both written and verbal. Be ready to provide examples of how you've effectively communicated complex information to different stakeholders. Practice explaining your past reporting projects clearly and concisely.
✨Demonstrate Your Problem-Solving Ability
The interviewers will want to see your proactive approach to problem-solving. Prepare to discuss specific challenges you've faced in previous roles and how you overcame them, particularly in relation to reporting or data analysis.
✨Familiarise Yourself with CBS Values
Understanding the core values of Car Benefit Solutions is crucial. Research their commitment to customer centricity, integrity, and continuous improvement. Be ready to explain how your personal values align with theirs and how you can contribute to their mission.
